See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,237 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $3,799 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $389 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,538 | $54,517-69.7% | $75,972-78.2% | $74,495-77.8% |
| Participation rate | 73.8% | 60.3%+13.5pp | 69.1%+4.8pp | 67.2%+6.6pp |
| Annual return | 13.02% | 31.82%-18.8pp | 359.55%-346.5pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,284 | $3,066+39.8% | $4,255+0.7% | $4,346-1.4% |
| Admin fee / account holder | $120 | $2,229-94.6% | $6,467-98.1% | $1,942-93.8% |